Add Members to a Team using Initials

Use the Teams submodule to add members to selected teams using initials.

To use the Teams submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To add a member to a team using initials:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the team that you want to add a member to.
3. In the left pane of the Settings screen, click Employee Settings > Teams.
4. Click the Team Basic Settings tab and highlight the team that you want to add a member to.
5. On the toolbar of the bottom grid, use the @ini field to enter the initials of the resource that you want to and press Enter.